Edit the Name of a File or Folder in the Documents Section of Portfolio Financials

The Documents section of the Project Page in Portfolio Financials is where important documents related to the project can be stored and accessed.

• Required User Permissions:

  • 'Limited' access to the project or higher.

Follow the steps below, depending on whether you want to edit the name of a file or a folder:

Edit a File Name

1. Navigate to the relevant project and scroll to the Documents section.

2. Click the vertical ellipsis icon across from the file and select Edit File Name.

3. Enter the revised name.

4. Click Save.
   

Edit a Folder Name

1. Navigate to the relevant project and scroll to the Documents section.

2. Click the vertical ellipsis icon across from the folder and select Edit Folder Name.

3. Enter the revised name.

4. Click Save.